Help Menu

About — Displays information about TOTAL Connect including
the current version number, current update, edition, program directory, user
information, and more.

2) Folders panel

At the
top of this panel, access search tools that help you find a specific order
regardless of current status. This panel also contains folders that
automatically organize your orders based on their current status. These
folders let you quickly find any orders with a given status without manually
sorting and moving individual orders.

3) Orders panel

This panel shows a list of orders based on the search criteria or folder you
selected in the Folders panel. They're
organized into customizable columns, and the list can be sorted by any of these
columns by clicking the column header.

Below the list of orders are the page icons. TOTAL Connect displays 50
orders per page, so if you have more than 50 orders in the current status
filter, click the corresponding page icon below the list of orders to view
additional orders. Below is a breakdown of each icon and its intended
function:

(
First Page )

Jumps to the first page of 50 orders

( Previous Page )

Goes back one page and displays the previous 50 orders

(
Page Numbers )

Jumps to a specific page of orders

( Next
Page )

Goes forward one page and displays the next 50 orders

( Last
Page )

Jumps to the last page of orders

4) Order info panel

This area shows detailed information about the order, organized into
tabs:

A banner is displayed at the top of the Details tab that offers a link for
you to log in to your client's portal, update the status of the order, and
communicate with your client.

History:

Displays a complete history of everything that happens with the order from
start to finish.

Instructions:

Displays any instructions that were included in the original order that
was placed by the client.

Contacts:

Displays available contact information for the order contacts, as well as
the Client, Appraiser, Lender, Supervisor, Bill To, and Ship To contacts.

Documents:

The Documents tab allows you to view, save, and delete
any documents that have been uploaded and attached to your order. Simply
select the document from the list and click View Document,
Save Document, or Delete accordingly.
To upload a new document, such as an invoice, click Attach
Document and select the file you wish to upload.